Daniel
Griffin

Wesfair Advisory Group, Inc

CRD#6932874
Investment Advisor
in Chappaqua, NY

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About this Advisor

Daniel Griffin is a financial advisor based in Chappaqua, New York with a total of 2 years of relevant experience. Griffin is on the advisory team at Wesfair Advisory Group, Inc. Their career trajectory has included roles at Ernst & Young Llp, Apollog Global Management, Wesfair Advisory Group, Inc, Wesfair Agency, Inc and Jh Solutions, LLC Dba Wesfair Tax. Griffin holds a Series 65 license, certifying them as an investment advisor representative, and is registered to operate in New York. Wesfair Advisory Group, Inc is a financial advisory business with a branch in Chappaqua, New York.

Certifications and Registrations

Series 65

Years Registered*

2 years

Office Location

480 Bedford Road
Chappaqua, NY 10514

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Daniel Griffin Work History

Daniel has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Jh Solutions, LLC Dba Wesfair Tax

2018 - Present (6 years)

Wesfair Advisory Group, Inc

2018 - Present (6 years)

Wesfair Advisory Group, Inc

2014 - Present (10 years)

Wesfair Agency, Inc

2013 - 2014 (1 year)

Apollog Global Management

2007 - 2013 (6 years)

Ernst & Young Llp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Daniel Griffin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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